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#$UL

9
posts · 30d
5
users
0
posts / day
1.8
posts / user
-100% vs last week

#$UL is an active hashtag on Bluesky. In the last 30 days, 5 people shared 9 posts with it — around 0 a day. Activity is down 100% versus the previous week, peaking on Jul 28 with 6 posts.

#$UL posts per day (last 30 days)

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Tags most often used together with #$UL.

#$KO 6

Posts with #$UL

Rahul Sharma
@retailguru.bsky.social
11 days ago
Very impressive Q2 acceleration at Unilever to +5.8%. Volume +5.5% best in 10+ years. Ex-food, +8%. Terrific emerging markets led by India, Indonesia. Only Europe sluggish. Great read on global consumer resilience. P&G will likely trail $UL by big margin. $PG $CL $KO $XLP $XLY $MKC

🫡 again to Coke. Ex-tobacco, only staple to grow consistently post Covid. No sign of pricing indigestion other staples saw & now transitioning to volume-led growth. Healthy volume across ALL regions in sign of strong brands & consumer strength. $KO $UL $PEP $XLP $XLY $XLF $PM
1 1 19
George Pearkes
@peark.es
11 days ago
Notable that this move is on extremely good earnings news. Volumes for both $KO and $UL were excellent.
1 0 6
Librarian Capital
@librariancapital.bsky.social
6 months ago
Unilever $ULVR $UL 2025 results Q4 Underlying Sales Growth +4.2% ex-FX FY USG +3.5% ex-FX (vol. +1.5%) Underlying EBIT -1.1% (FX) Underlying EBIT Margin 20.0%, +60bps FY26 outlook USG "bottom" of "multi-year guidance range of 4-6%" Underlying EBIT Margin "modest improvement"
1 0 8
Rahul Sharma
@retailguru.bsky.social
10 days ago
And P&G underwhelms. Beauty improved but everything else went backward. Gap on home care at 900bp vs $UL, widest I can recall. $PG volume flat vs growth at 15 year-highs for $UL. Lower EM exposure only partly to blame. $XLP $WMT $XLY $CL $LRLCY $EL $KO

Very impressive Q2 acceleration at Unilever to +5.8%. Volume +5.5% best in 10+ years. Ex-food, +8%. Terrific emerging markets led by India, Indonesia. Only Europe sluggish. Great read on global consumer resilience. P&G will likely trail $UL by big margin. $PG $CL $KO $XLP $XLY $MKC
1 0 3
Rahul Sharma
@retailguru.bsky.social
6 months ago
Incidentally after early hiccup, results from wide swathe of staples (Pepsi, Coke, Unilever, Bud etc) suggest after hiccup in early 25, Lat Am has reverted to being treasure island. Most back to pricing well above inflation while decrying macros. $XLP $KO $PEP $UL $BUD $PM

Unilever out-performing P&G by wide margin (4 points) & with +4% point forward sales guide despite being widely considered far inferior. Not just greater EM exposure - $UL doing far better in US. $PG legacy of aggressive premium-isation likely hurting. $CL $LRLCY $XLP
0 0 5
Librarian Capital
@librariancapital.bsky.social
3 months ago
Fundsmith & Unilever $ULVR $UL Feb-24 (at ~£41): UL is the portfolio stock with most upside potential Feb-25 (at ~£48): New CEO Fernando Fernandez "will be joining that group" of super CEOs Apr-26: (at ~£44): "We exited our position in Unilever" Share price down 5% in 5 years
1 0 5
Librarian Capital
@librariancapital.bsky.social
6 months ago
Unilever $ULVR $UL at 5,169p, market cap. £113bn 2025 ULEPS €3.08 (£2.68), FCF €5.9bn (£5.2bn) For that multi-year range of 4-6% sales growth (which they are hitting low end) and modest margin expansion, valuation is 19x P/E, 22x FCF
1 0 5
Rahul Sharma
@retailguru.bsky.social
4 months ago
Yes beauty is blessed but L'Oreal paints a picture of remarkable global consumer resilience. US strong, China back to mid/high single digit growth (luxe hsd) despite messed up duty, EMs up double digit. Even Europe dynamic at +5.5%. $LRLCY $EL $XLP $PG $UL $XLP $XLY $LVMUY

Strong results at L'Oreal with sales accelerating 70bp vs Q4 to +6.7%, driven by professional products (another sign discretionary stuff like salons isn't too shabby!) & by luxury. $LRLCY is outperforming industry but clearly beauty is among top performers. $EL $PG $UL $XLP $XLY
0 2 4
Rahul Sharma
@retailguru.bsky.social
3 months ago
Yesterday it was $BUD, today Diageo sees resilience everywhere bar US posting surprising up volume. US most troubled hurt by GLPs(?), shifting consumer trends & may foreshadow future European trends but very encouraging #s ex US $DEO $UL $XLY $XLP $XLF

Similar to P&G & most reporters, Unilever points to remarkable consumer resilience across globe - culd be a lot worse. $UL Q1 sales +3.8%, 100bp+ better than $PG ex-food. Emerging markets drove the growth while US was ok, Europe subdued. $XLP $XLY $XLF $KO $SBUX $V
0 0 3
Rahul Sharma
@retailguru.bsky.social
4 months ago
Strong results at L'Oreal with sales accelerating 70bp vs Q4 to +6.7%, driven by professional products (another sign discretionary stuff like salons isn't too shabby!) & by luxury. $LRLCY is outperforming industry but clearly beauty is among top performers. $EL $PG $UL $XLP $XLY
0 1 3

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